Set the Course for Success at your Credit Union

2019 Management and Lending Roundtable
with Chris Maynard and Mike Higgins May 6-8, 2019
Hollywood Hotel & Casino | Bangor, ME
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Join us for a dynamic Management and Lending Roundtable presented by credit union industry speakers, Chris Maynard and Mike Higgins. Insurance Trust University is pleased to host this all-new event for 2019. Days 1 and 2 (Designed for CEOs and Management) 
Chris Maynard will explore the following management focused topics, and more:

  • How to build and retain high-performance teams
  • How to drive results throughout the organization
  • How to turn your Call Center into a Loan Center
  • How to grow ancillary product sales and non-interest income
Day 2 Afternoon Session (Designed for CEOs and Management)
Mike Higgins will provide real-world examples of how credit unions successfully manage and compensate for performance. We will review the process for developing a reward pool that benefits the credit union, its members and its employees. The session will explore how organization-wide objectives can be broken down into department and individual scorecards.Day 3 Lending Roundtable (Designed for Officers, MSRs)
Chris Maynard will explore the following lending focused topics and more:

  • Referrals and Sales through Advocacy.
  • Key strategies to improve your member’s credit score and close more loans
  • The 4 C’s of Lending.  It’s so much more than Credit Score and DTI
  • How to take a conversational loan application using PPC’s 4 Step Loan Detector
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